Administration

Administration

DEDICATED RESOURCE

Flexible

Available for either 4 or 8 hours per day to handle all advice administration tasks such as pre-SOA/ROA quoting, research and comparisons through to implementation, ongoing fee for service requirements and basic document audits.

Part Time

A commitment to supporting your practice for 4 hours per day. Available in morning, afternoon or a rotating roster.

$1,760 per month exc. gst.

Full Time

Full time support operating as an extension of your business operating on an agreed and flexible roster to suit your needs.

$2,899 per month exc. gst.

Time Block

On Demand

On demand administration assistance when you need it. Purchase a minimum of 40 hours per month on a use it or lose it basis. Great for bulk client file audits, FDS mail outs and basic document compliance audits.

$25 per hour, exc. gst.

Financial Planning Administration Tasks

Pre-SOA/ROA:

  • Data entry
  • Liaison with all client providers.
  • Research and comparison of all related policies, platforms and products
  • Insurance quotes

Post SOA/ROA Implementation:

  • Completing online and/or paper form and application(s)
  • Monitoring forms and application(s)
  • Processing of rollover request/direct debit request

Client Management (Part/Full-time):

  • Maintaining client information within your database
  • Checking and scheduling renewal dates
  • Alerts of policy anniversaries
  • Preparing documents for client reviews
  • Booking appointments